Automation index

How much of a Wealth manager’s job can AI already do?

A model book comes earlier. Sitting with the client without selling them the house product do not.

This percentage does not predict how many people will lose their jobs.

Task comparison

IS WORK OVER?

27%

AI can already do 27% of this job.

#156 / 633

Wealth manager

Task weights are our estimates based on O*NET frequency data, not time shares published by O*NET.

The time saving for each task is estimated separately.

Task	Share	AI	Points
Profile, IPS and the book. Estimate No public source provides a precise figure. This is our estimate.	18%	48%	+8.6
Meeting, the fear and the one who wants it all on deposit. Estimate No public source provides a precise figure. This is our estimate.	16%	40%	+6.4
Tax, succession and not leaving a hole. Estimate No public source provides a precise figure. This is our estimate.	16%	22%	+3.5
Report, the market and not dressing the year. Estimate No public source provides a precise figure. This is our estimate.	16%	28%	+4.5
The committee, the product and not pushing the house book. Estimate No public source provides a precise figure. This is our estimate.	18%	14%	+2.5
Sit for real, and not selling the house product. Estimate No public source provides a precise figure. This is our estimate.	16%	12%	+1.9
Total	100%		27%

Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low

IS WORK OVER?

27%

#143 / 633

Inside sales

Task weights are our estimates based on O*NET frequency data, not time shares published by O*NET.

The time saving for each task is estimated separately.

Task	Share	AI	Points
Cadence, list and the call. Estimate No public source provides a precise figure. This is our estimate.	18%	48%	+8.6
Demo, objections and the one who does not answer. Estimate No public source provides a precise figure. This is our estimate.	16%	40%	+6.4
CRM, the next step and not inflating the pipeline. Estimate No public source provides a precise figure. This is our estimate.	16%	22%	+3.5
The SDR, the handoff and not fighting the lead. Estimate No public source provides a precise figure. This is our estimate.	16%	28%	+4.5
The month, the quota and not discounting extra. Estimate No public source provides a precise figure. This is our estimate.	18%	14%	+2.5
Close without a visit, and that they pick up. Estimate No public source provides a precise figure. This is our estimate.	16%	12%	+1.9
Total	100%		27%

Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low